Bank Teller

1 week ago


St Helena, United States Motion Recruitment Full time

Our client, an investment bank that servcies it start-ups and winerys in the area is hiring a Bank Client Advisor to join their branch location in St. Helena.


This is a customer service, Bank Teller, and cash handling role where you will support general bank transactions and account and investment needs from various channels, including face-to-face, email, phone, or from internal business partners.


The ideal candidate should be outgoing, customer service oriented, willingness to learn, and have an interest in working for a bank/financial institution.


In-Branch Client Support may include, but not limited to the following:

  • Greeting all branch customers with exceptional customer service and handling reception duties for customers meeting with other internal partners
  • Processing of deposits/cashing checks
  • Placing holds
  • Completing Currency Transaction Reports (CTR's)
  • Processing payments
  • Fulfilling cashier check requests
  • Other common Bank Teller duties
  • Processing courier bags with client cash deposits


Back Office Client Support may include, but not limited to the following:

  • Reviewing inquiry and formulating response or implementing action to resolve which may result in inquiry being resolved during initial contact or may perform additional research, problem solving, or escalation to other internal partners.
  • Processing mail, payments, check orders
  • Fraud monitoring and escalation
  • Scanning transactions at the end of the day


Relationship Advisor requests may include, but are not limited to:

  • Requests for Cashier’s Check
  • Arranging appointments
  • Researching items including ensuring necessary funds are available for a withdrawal
  • Verifying signature


Requirements:

  • Bachelor's Degree
  • 1+ years of experience working in a professional customer-driven setting
  • Financial Services, banking industry or winery industry experience highly preferred

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